Trusts and Estates

Ca. Trs. & Estates Quarterly 2023, VOLUME 29, ISSUE 4


Written by Erin A. Norcia, Esq.*

It is my honor to serve as Editor-in-Chief for this year’s Trusts & Estates Quarterly. Robert Barton did a fantastic job as Editor-in-Chief last year and has left the Quarterly in great shape for this year. Our Editorial Board is comprised of high caliber trusts and estates practitioners, including Nick Van Brunt, Ryan Szczepanik, Matt Owens, Gretchen Shaffer, Lisa Roper, Laura Zeigler, Kevin Bryce Jackson, Kristin Yokomoto, Katy Fluet, and Daniel Kim. They are working tirelessly to carry on the Quarterly’s mission of publishing timely, scholarly articles and legal updates for our Section members.

This issue kicks off with an article by Denise Chambliss and Clare Capaccioli Velasquez that analyzes the holding in the recently published case Zahnleuter v. Meuller, regarding the trustee’s use of trust funds for litigation expenses.

Next, Jeremy Ofseyer addresses the "Empty Chair" scenario in his review of the recent amendments to Probate Code sections 15800 and 16069, which affect the duties of a trustee to disclose information to beneficiaries upon the incompetence of the settlor.

Join CLA to access this page

Join Now

Forgot Password

Enter the email associated with you account. You will then receive a link in your inbox to reset your password.

Personal Information

Select Section(s)

CLA Membership is $99 and includes one section. Additional sections are $99 each.